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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 | Securities Custodian | $29,201 |
Service code 10 · EIN 47-1793720 | Accounting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,225 | $91,517-87.7% | $101,275-88.9% | $73,412-84.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.09% | 17.17%-14.1pp | 46.48%-43.4pp | 59.30%-56.2pp |
| Employer contribution / active EE | $2,363 | $2,877-17.9% | $3,660-35.4% | $2,234+5.8% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $183 | $216-15.0% | $5,948-96.9% | $158+16.1% |